Estate Planning and Administration

The attorneys at Kell, Alterman & Runstein, L.L.P. have substantial experience in providing our clients in Oregon and Washington with the full array of estate planning, trust and probate administration services. We administer every estate, trust, and probate matter with a minimum of expense and delay.

Estate Planning

Our estate planning attorneys carefully consider the needs and goals of each client as we prepare every estate plan. We deliver comprehensive, tax-sensitive estate planning documents individually tailored to each client. As part of the estate-planning process, we may prepare:

  • Wills
  • Revocable living trusts
  • Durable powers of attorney
  • Advance medical directives, including living wills
  • Irrevocable trusts

We also provide a wealth of legal services related to estate planning and probate matters, including:

  • Counseling clients on the appropriate use of probate-avoidance techniques
  • Ensuring property is properly titled and trusts are appropriately funded
  • Providing estate plans addressing the possibility of subsequent incapacity or disability

Asset Protection

In today’s litigious society, high-net-worth individuals are increasingly concerned about asset protection planning. At Kell, Alterman & Runstein, L.L.P., we advise clients regarding:

  • Limited liability companies and other corporate entities
  • Family limited partnerships
  • Irrevocable trusts
  • Multi-generational “dynasty” trusts
  • Trusts naming a third party as “special trustee” or “trust protector”

Trust Administration

Our attorneys work to ensure the protection and successful transfer of family assets, and have the knowledge and experience necessary to handle the administration of any estate, ranging from the most modest to the largest, most complicated trusts and estates. We advise our clients on relevant issues arising during the administration of a trust, including tax issues and disputes arising during the administration of a trust.

Probate Administration

The attorneys at Kell, Alterman & Runstein, L.L.P. have a wealth of experience in probate administration matters with particular expertise in successfully handling larger estates involving complex tax issues.

Trust and Estate Litigation

We represent trustees, personal representatives, administrators, conservators, beneficiaries, and other parties in all manner of trust and estate disputes, including:

  • Will or trust contests
  • Allegations of incapacity/undue influence
  • Interpretation of trust provisions
  • Accounting disputes
  • Surcharge of a trustee
  • Removal of a fiduciary
  • Recovery of assets
  • Allegations of elder abuse

Attorneys

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